PaloAltoRecruiter Since 2001
the smart solution for Palo Alto jobs

Financial Consultant, Phones - Remote

Company: Fidelity Investments
Location: Palo Alto
Posted on: November 20, 2020

Job Description:

Job Description:

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The Expertise We're Looking For

* FINRA Series 7 & 63 required prior to hire

* Series 65 and/or 66 and state registrations required within 3 months of hire

* Experience with High Net Worth clients

* A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers.

The Skills You Bring

* You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele

* Remarkable knowledge of investment products

* Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions

* Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs

The Value You Deliver

* No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning

* Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals

* Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments

How Your Work Impacts the Organization

Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career!

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.

Fidelity Investments is an equal opportunity employer.

Keywords: Fidelity Investments, Palo Alto , Financial Consultant, Phones - Remote, Other , Palo Alto, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Shipt Shopper
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: Woodland
Posted on: 12/4/2020

Dedicated, Regional & OTR Truck Driving Jobs
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve
Company: Live Trucking
Location: Woodland
Posted on: 12/4/2020

Shopper - Flexible schedule, up to $22 an hour
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: Woodland
Posted on: 12/4/2020


Warehouse Worker
Description: As a Freight Handler at Walmart Supply Chain, you will have a critical role in moving product through our Distribution network to the Stores to service our Customers. Your role is critical in providing (more...)
Company: Walmart
Location: Woodland
Posted on: 12/4/2020

Shopper - Flexible schedule, up to $22 an hour
Description: Shipt is a membership-based marketplace that helps people get the things they need,
Company: Shipt
Location: Woodland
Posted on: 12/4/2020

Distribution Center Team Member - Full TIme
Description: As a Freight Handler at Walmart Supply Chain, you will have a critical role in moving product through our Distribution network to the Stores to service our Customers. Your role is critical in providing (more...)
Company: Walmart
Location: Woodland
Posted on: 12/4/2020

Set Your Own Schedule - Shop and Deliver Groceries
Description: Shipt is a membership-based marketplace that helps people get the things they need, like fresh produce and household essentials, from stores they trust. Help people save time and have fun while you're (more...)
Company: Shipt
Location: Woodland
Posted on: 12/4/2020

Postmates - Earn Extra Cash
Description: Postmates has the largest on-demand fleet in the U.S. with 200,000 Postmates, and an equally extensive network of merchants. While some companies try to build a warehouse outside of a city and funnel (more...)
Company: Postmates
Location: Woodland
Posted on: 12/4/2020

Truck Driving Jobs - Dedicated - $1,100+ Guaranteed Weekly!
Description: CDL A Truck Drivers - Marten has a great dedicated opportunity where you
Company: Marten Transport
Location: Woodland
Posted on: 12/4/2020

HIRING: CDL Drivers
Description: Hiring CDL drivers in your area. Apply once and choose a trucking job that works for you. Get home when you want to, and get paid what you deserve
Company: Live Trucking
Location: Woodland
Posted on: 12/4/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Palo Alto RSS job feeds